Joe is a portfolio manager within Brown Advisory’s private client group. He works with families and foundations to provide customized solutions to preserve and grow their investable assets in tandem with their investment objectives and constraints. Prior to joining the firm, Joe spent 5 years at Cambridge Associates as an analyst, initially focusing on private equity and real assets, and later expanding to the broad investment universe and serving endowments, foundations, pension funds and family offices alongside the investment consulting group.

Education

  • University of Maryland, College Park, BA

Community Involvement

  • Board and Finance Committee Member, Strong City Baltimore

Certifications

  • CFA®

Colleagues

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